|
1
|
Creative Planning
Overland Park,
Kansas
|
$425M
|
+$13.6M
|
+145,538
|
+3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$313M
|
+$3.43M
|
+36,727
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$311M
|
+$30.3M
|
+324,156
|
+10%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$255M
|
+$268M
|
+2,870,267
|
+3,492%
|
|
|
5
|
|
$227M
|
+$2.07M
|
+22,201
|
+0.9%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$106M
|
+$29.1M
|
+312,128
|
+35%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$102M
|
+$5.97M
|
+63,916
|
+6%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$102M
|
+$913K
|
+9,780
|
+0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$89.3M
|
+$8.14M
|
+87,182
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$81.6M
|
-$2.63M
|
-28,211
|
-3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$55.9M
|
+$739K
|
+7,920
|
+1%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$38.5M
|
-$19.6K
|
-210
|
-0%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$36.1M
|
+$5.45M
|
+58,392
|
+17%
|
|
|
14
|
Bank of New York Mellon
New York
|
$35M
|
+$2.37M
|
+25,337
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$29.8M
|
-$2.74M
|
-29,331
|
-8%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.8M
|
-$951K
|
-10,191
|
-3%
|
|
|
17
|
Madison Investment Holdings
Madison,
Wisconsin
|
$27.3M
|
-$350K
|
-3,747
|
-1%
|
|
|
18
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.2M
|
+$1.54M
|
+16,499
|
+6%
|
|
|
19
|
|
$25.8M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.4M
|
+$801K
|
+8,584
|
+3%
|
|
|
21
|
|
$24.8M
|
+$75.1K
|
+804
|
+0.3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
-$492K
|
-5,273
|
-2%
|
|
|
23
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$21.4M
|
+$799K
|
+8,559
|
+4%
|
|
|
24
|
TIAA CREF Trust
St Louis,
Missouri
|
$16.4M
|
+$3.73K
|
+40
|
+0%
|
|
|
25
|
Wealthfront
Palo Alto,
California
|
$16.2M
|
+$16.4M
|
+175,735
|
+2,173%
|
|
